MERCADOLIBRE INC MELI
COM · Common Stock · CUSIP 58733R102 · ISIN US58733R1023
Argentine e-commerce company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSaavedra, Argentina
- Founded1997
- Websitemercadolibre.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($410.7m this quarter). Holder counts are more reliable. Shares outstanding: 50.7m as of 2026-02-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2012.97. Options: 39 managers hold calls ($2.9bn notional), 42 hold puts ($3.4bn).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 851 |
| Q4 2022 | 865 |
| Q1 2023 | 971 |
| Q2 2023 | 993 |
| Q3 2023 | 1,005 |
| Q4 2023 | 1,156 |
| Q1 2024 | 1,186 |
| Q2 2024 | 1,208 |
| Q3 2024 | 1,306 |
| Q4 2024 | 1,318 |
| Q1 2025 | 1,406 |
| Q2 2025 | 1,526 |
| Q3 2025 | 1,496 |
| Q4 2025 | 1,532 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 590 | 501 |
| Q2 2024 | 576 | 528 |
| Q3 2024 | 633 | 537 |
| Q4 2024 | 625 | 576 |
| Q1 2025 | 752 | 505 |
| Q2 2025 | 766 | 601 |
| Q3 2025 | 735 | 595 |
| Q4 2025 | 731 | 650 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $1.9bn | $2.4bn | 1.24 |
| Q2 2025 | $2.9bn | $3.5bn | 1.24 |
| Q3 2025 | $3.0bn | $3.9bn | 1.29 |
| Q4 2025 | $2.9bn | $3.4bn | 1.20 |
Biggest buyers
| Invesco Ltd. | Added | +1.1m |
| EAGLE CAPITAL MANAGEMENT LLC | New | +411.5k |
| Capital Research Global Investors | Added | +408.9k |
| Assenagon Asset Management S.A. | Added | +296.5k |
| MARSHALL WACE, LLP | Added | +196.5k |
| BAILLIE GIFFORD & CO | Added | +164.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +137.1k |
| Durable Capital Partners LP | Added | +132.5k |
| JANUS HENDERSON GROUP PLC | Added | +126.3k |
| Capital International Investors | Added | +118.0k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.3m |
| FMR LLC | Reduced | -881.9k |
| JENNISON ASSOCIATES LLC | Reduced | -716.5k |
| GQG Partners LLC | Sold out | -332.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -265.7k |
| MORGAN STANLEY | Reduced | -257.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -173.7k |
| MACQUARIE GROUP LTD | Reduced | -101.8k |
| Artisan Partners Limited Partnership | Reduced | -87.5k |
| Winslow Capital Management, LLC | Reduced | -84.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1bn531.1k shares |
| CITADEL ADVISORS LLC | Added | $568.4m282.2k shares |
| IMC-Chicago, LLC | Added | $280.2m139.1k shares |
| JANE STREET GROUP, LLC | Added | $195.0m96.8k shares |
| D. E. Shaw & Co., Inc. | Added | $156.5m77.7k shares |
| NWI MANAGEMENT LP | Unchanged | $99.9m49.6k shares |
| CTC LLC | Added | $98.1m487 shares |
| UBS Group AG | Added | $72.5m36.0k shares |
| Walleye Trading LLC | Reduced | $67.1m33.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $30.6m15.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3bn631.4k shares |
| CITADEL ADVISORS LLC | Added | $447.6m222.2k shares |
| IMC-Chicago, LLC | Added | $438.9m217.9k shares |
| JANE STREET GROUP, LLC | Added | $196.0m97.3k shares |
| D. E. Shaw & Co., Inc. | Added | $187.1m92.9k shares |
| GOLDMAN SACHS GROUP INC | Added | $149.3m74.1k shares |
| CTC LLC | Added | $120.5m598 shares |
| UBS Group AG | Added | $79.2m39.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $75.1m37.3k shares |
| JPMORGAN CHASE & CO | Reduced | $72.9m36.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Galperin Trust /SD
13D · may seek influence
filed 2026-06-18
Stated purposeThe purpose of the Distribution was to transfer certain assets from Meliga No. 1 LP to its parent entities for no consideration, as part of an ongoing estate-planning restructuring process. As a result of this transaction, all shares of Common Stock previously held by Meliga No. 1 LP were fully distributed to Meliga No. 1 Corp. Except as set forth herein, the Reporting Persons have no current intention, plan or proposal with respect to items 4(a) through (j) of Schedule 13D. Full filing |
6.7% |
| BAILLIE GIFFORD & CO 13G · institution -1.1 pts · filed 2026-05-06 | 6.4% |
| Capital Research Global Investors 13G · institution +1.0 pts · filed 2026-05-14 | 5.4% |
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $99.2k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 3 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-12 | Dubugras Henrique Vasoncelos Director · By TDB Capital LLC | Sold | $1.7m845 shares |
| 2025-12-11 | Calemzuk Emiliano Director | Sold | $91.2k45 shares |
| 2025-12-09 | Tolda Stelleo Director · By Didomi Fund | Sold | $503.8k246 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 5.83% of their portfolio | 3.5m $7.0bn | Added +164.1k |
| Capital Research Global Investors 0.83% of their portfolio | 2.2m $4.5bn | Added +408.9k |
| MORGAN STANLEY 0.21% of their portfolio | 1.7m $3.5bn | Reduced -257.6k |
| Capital International Investors 0.54% of their portfolio | 1.7m $3.5bn | Added +118.0k |
| Capital World Investors 0.47% of their portfolio | 1.7m $3.4bn | Reduced -33.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.34% of their portfolio | 1.6m $3.2bn | Added +137.1k |
| Invesco Ltd. 0.30% of their portfolio | 1.6m $3.1bn | Added +1.1m |
| BlackRock, Inc. 0.05% of their portfolio | 1.4m $2.9bn | Reduced -63.4k |
| JPMORGAN CHASE & CO 0.17% of their portfolio | 1.3m $2.6bn | Reduced -2.3m |
| JANUS HENDERSON GROUP PLC 0.54% of their portfolio | 604.1k $1.2bn | Added +126.3k |
| FMR LLC 0.05% of their portfolio | 515.9k $1.0bn | Reduced -881.9k |
| SANDS CAPITAL MANAGEMENT, LLC 3.12% of their portfolio | 509.6k $1.0bn | Reduced -200 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.77% of their portfolio | 499.4k $1.0bn | Reduced -73.3k |
| WCM INVESTMENT MANAGEMENT, LLC 2.03% of their portfolio | 487.6k $985.3m | Reduced -10.0k |
| GOLDMAN SACHS GROUP INC 0.14% of their portfolio | 476.6k $960.0m | Added +4.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% of their portfolio | 459.8k $926.1m | Added +12.8k |
| GENERATION INVESTMENT MANAGEMENT LLP 6.41% of their portfolio | 458.8k $924.0m | Added +11.3k |
| STATE STREET CORP 0.03% of their portfolio | 425.6k $857.3m | Added +12.2k |
| EAGLE CAPITAL MANAGEMENT LLC 2.58% of their portfolio | 411.5k $829.0m | New |
| FRANKLIN RESOURCES INC 0.19% of their portfolio | 380.6k $766.7m | Reduced -37.4k |
| JENNISON ASSOCIATES LLC 0.45% of their portfolio | 369.8k $744.9m | Reduced -716.5k |
| Assenagon Asset Management S.A. 1.01% of their portfolio | 333.5k $671.7m | Added +296.5k |
| MARSHALL WACE, LLP 0.61% of their portfolio | 311.8k $628.1m | Added +196.5k |
| Durable Capital Partners LP 5.87% of their portfolio | 307.9k $620.3m | Added +132.5k |
| NORGES BANK 0.06% of their portfolio | 296.4k $597.0m | Not comparable |
| Foxhaven Asset Management, LP 13.89% of their portfolio | 279.9k $563.9m | Added +79.9k |
| AMERIPRISE FINANCIAL INC 0.12% of their portfolio | 269.5k $542.7m | Reduced -24.7k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 264.6k $533.0m | Reduced -44.5k |
| Legal & General Group Plc 0.11% of their portfolio | 245.3k $494.1m | Added +5.6k |
| ALKEON CAPITAL MANAGEMENT LLC 2.12% of their portfolio | 240.5k $484.4m | Unchanged |
| BARCLAYS PLC 0.19% of their portfolio | 229.0k $461.2m | Added +30.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 228.1k $459.5m | Reduced -265.7k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.96% of their portfolio | 227.5k $458.2m | Reduced -3.0k |
| D1 Capital Partners L.P. 4.22% of their portfolio | 224.5k $452.2m | Added +95.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 219.3k $441.7m | Added +2.4k |
| ROYAL BANK OF CANADA 0.07% of their portfolio | 207.6k $418.1m | Added +1.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.23% of their portfolio | 199.1k $401.0m | Reduced -173.7k |
| Harding Loevner LP 3.48% of their portfolio | 196.5k $396.0m | Reduced -16.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.23% of their portfolio | 193.7k $390.1m | Reduced -18.9k |
| UBS Group AG 0.07% of their portfolio | 183.9k $370.4m | Added +14.0k |
| FLOSSBACH VON STORCH SE 1.44% of their portfolio | 179.8k $362.1m | Reduced -1.9k |
| Amundi 0.10% of their portfolio | 173.6k $349.6m | Added +17.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.30% of their portfolio | 171.6k $345.6m | Reduced -37.2k |
| Swedbank AB 0.32% of their portfolio | 165.9k $334.1m | Added +28.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.93% of their portfolio | 165.6k $333.5m | Reduced -64.2k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 160.5k $323.2m | Reduced -10.8k |
| Pictet Asset Management Holding SA 0.31% of their portfolio | 160.3k $322.9m | Added +22.1k |
| Dragoneer Investment Group, LLC 7.04% of their portfolio | 160.2k $322.7m | Added +56.8k |
| Artisan Partners Limited Partnership 0.48% of their portfolio | 155.4k $313.0m | Reduced -87.5k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 146.3k $294.7m | Added +77.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.48% of their portfolio | 145.2k $292.7m | Added +10.8k |
| Coronation Fund Managers Ltd. 12.81% of their portfolio | 141.8k $285.6m | Added +53.4k |
| Carmignac Gestion 3.85% of their portfolio | 141.4k $284.8m | Added +8.7k |
| Robeco Institutional Asset Management B.V. 0.40% of their portfolio | 138.4k $278.8m | Reduced -4.5k |
| AMF Tjanstepension AB 1.68% of their portfolio | 134.5k $270.9m | Reduced -43.9k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 127.7k $257.2m | Reduced -416 |
| Swiss National Bank 0.15% of their portfolio | 125.0k $251.8m | Reduced -6.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.16% of their portfolio | 124.4k $250.5m | Added +43.5k |
| WASATCH ADVISORS LP 1.48% of their portfolio | 123.9k $249.6m | Reduced -6.0k |
| Clearbridge Investments, LLC 0.20% of their portfolio | 121.8k $245.4m | Reduced -26.4k |
| Northcape Capital Pty Ltd 27.50% of their portfolio | 116.8k $238.4m | Added +36.9k |
| Allspring Global Investments Holdings, LLC 0.37% of their portfolio | 116.0k $228.9m | Added +4.7k |
| National Pension Service 0.17% of their portfolio | 113.5k $228.7m | Reduced -11.6k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 112.7k $226.9m | Added +46.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.34% of their portfolio | 112.3k $226.2m | Added +8.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.19% of their portfolio | 109.2k $220.0m | Added +4.4k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 107.5k $216.6m | Reduced -29.8k |
| BESSEMER GROUP INC 0.33% of their portfolio | 105.2k $211.8m | Added +525 |
| SEI INVESTMENTS CO 0.21% of their portfolio | 105.1k $211.6m | Reduced -37.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.47% of their portfolio | 99.1k $199.6m | Added +6.1k |
| Whale Rock Capital Management LLC 2.53% of their portfolio | 98.2k $197.7m | Added +37.2k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 96.0k $193.4m | Added +5.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% of their portfolio | 95.7k $192.7m | Added +50.4k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 4.10% of their portfolio | 91.5k $184.4m | Reduced -14.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 91.0k $183.3m | Added +4.3k |
| LOOMIS SAYLES & CO L P 0.22% of their portfolio | 90.5k $182.4m | Reduced -2.8k |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 37.34% of their portfolio | 89.7k $180.6m | New |
| Allianz Asset Management GmbH 0.21% of their portfolio | 89.4k $180.1m | Reduced -16.1k |
| Russell Investments Group, Ltd. 0.19% of their portfolio | 88.3k $177.8m | Added +4.8k |
| FRED ALGER MANAGEMENT, LLC 0.68% of their portfolio | 86.6k $174.5m | Added +20.4k |
| NWI MANAGEMENT LP 5.26% of their portfolio | 85.4k $172.0m | Unchanged |
| California Public Employees Retirement System 0.10% of their portfolio | 84.4k $170.0m | Added +83 |
| Amova Asset Management Americas, Inc. 1.90% of their portfolio | 81.5k $164.1m | Reduced -10.0k |
| ProShare Advisors LLC 0.28% of their portfolio | 79.7k $160.5m | Added +23.8k |
| Nuveen, LLC 0.04% of their portfolio | 79.1k $159.3m | Reduced -4.1k |
| Sustainable Growth Advisers, LP 1.08% of their portfolio | 77.3k $155.7m | Reduced -15.9k |
| Skandinaviska Enskilda Banken AB (publ) 0.62% of their portfolio | 77.2k $155.3m | Added +616 |
| KBC Group NV 0.35% of their portfolio | 77.0k $155.2m | Reduced -6.5k |
| Hardman Johnston Global Advisors LLC 7.37% of their portfolio | 76.7k $154.6m | Reduced -833 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 23.05% of their portfolio | 75.5k $152.1m | Added +60.9k |
| Fisher Asset Management, LLC 0.05% of their portfolio | 72.9k $146.8m | Reduced -2.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.22% of their portfolio | 72.2k $145.5m | First filing |
| FIL Ltd 0.11% of their portfolio | 72.1k $145.2m | Added +472 |
| Sarasin & Partners LLP 1.51% of their portfolio | 72.0k $145.0m | Reduced -1.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.09% of their portfolio | 69.3k $139.6m | Added +745 |
| CITIGROUP INC 0.10% of their portfolio | 69.3k $139.5m | Reduced -13.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 69.2k $139.3m | Reduced -1.1k |
| Altimeter Capital Management, LP 2.07% of their portfolio | 68.5k $137.9m | Added +30.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.36% of their portfolio | 67.9k $136.7m | New |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.50% of their portfolio | 67.1k $135.2m | Reduced -14 |